Building a Client-Centered Sales Process

In this week’s podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2’s Kim Rutledge about how financial institutions are managing staffing issues in this job market.

Alex Habet is joined by Sam Kilmer of Cornerstone Advisors in a discussion about the expected market landscape in 2023 and how financial institutions can manage the challenges and opportunities.

Shon Cass of Texas Security Bank joins Alex Habet to talk about the bank’s story, strategy, and culture; how they think about technology; and how they’re planning for 2023 and beyond.

Should bankers look at 2008 when grappling with their current challenges? That discussion, as well as tips for bankers navigating these uncertain times, is in this week's Purposeful Banker podcast.

Jim Stengel, Global Marketing Officer at P&G turned best-selling author, talk about how banks that spend time focusing on their purpose and end up seeing the results in improved performance.

Atlantic Capital Bank CEO Doug Williams shares the story of his bank, a difficult acquisition that spurred Atlantic Capital's search for purpose, and how that led to a better bottom line.

NBKC is a community bank that is not only surviving, it's thriving - growing its lending business into new markets. What are some of the lessons other bank's can take from NBKC's success?

How are banks doing in recruiting commercial lenders? Why are incentive plans still an unsolved issue? Discussing the results from the latest Bank Director Annual Compensation Survey.

Why are the toughest competitors for a commercial deal sometimes working at the same bank? And how can you align your commercial bankers so they're working toward the same goals with each customer?

Jim Young chats with Jeff Marsico, EVP at The Kafafian Group and writer of the blog, Jeff for Banks, on the importance of defining who your customers are and building a strategy to target them.

Jim Young and Dallas Wells chat about the risk of not taking risks in today's financial industry and why you need to be at the forefront of the changing environment.

Tom Stewart and Patricia O'Connell, authors of Woo, Wow, and Win, share the concept behind service design and how you can use it to better your customer relationships.

Jim and Dallas discuss why brainstorms are ineffective and sometimes detrimental to your team. You'll learn how to have more productive meetings in this podcast.

Carl Coe, EVP of Client Development at PrecisionLender, talks about the difference between training and coaching your sales team, and which method provides the most value.

Lisa McLeod and Carl Ryden address the choice banks face regarding purpose and culture, as well as how those choices could affect your bank.

Does your bank approach pricing with a pencil or space pen? Learn why simple is sometimes better and what the most innovative banks are doing to stay ahead of the game when it comes to pricing loans.